VFSIX vs. VSCGX
Compare and contrast key facts about Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX).
VFSIX is managed by Vanguard. It was launched on Sep 30, 1997. VSCGX is managed by Vanguard. It was launched on Sep 30, 1994.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFSIX or VSCGX.
Correlation
The correlation between VFSIX and VSCGX is 0.10, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
VFSIX vs. VSCGX - Performance Comparison
Key characteristics
VFSIX:
2.35
VSCGX:
0.85
VFSIX:
3.79
VSCGX:
1.10
VFSIX:
1.48
VSCGX:
1.17
VFSIX:
3.81
VSCGX:
0.58
VFSIX:
11.46
VSCGX:
2.72
VFSIX:
0.54%
VSCGX:
2.22%
VFSIX:
2.64%
VSCGX:
7.10%
VFSIX:
-9.54%
VSCGX:
-30.68%
VFSIX:
0.00%
VSCGX:
-4.38%
Returns By Period
In the year-to-date period, VFSIX achieves a 0.67% return, which is significantly lower than VSCGX's 2.54% return. Over the past 10 years, VFSIX has underperformed VSCGX with an annualized return of 2.28%, while VSCGX has yielded a comparatively higher 3.51% annualized return.
VFSIX
0.67%
0.67%
1.82%
6.11%
1.89%
2.28%
VSCGX
2.54%
1.26%
-0.90%
6.19%
1.90%
3.51%
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VFSIX vs. VSCGX - Expense Ratio Comparison
VFSIX has a 0.07% expense ratio, which is lower than VSCGX's 0.12% expense ratio. Despite the difference, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
VFSIX vs. VSCGX — Risk-Adjusted Performance Rank
VFSIX
VSCGX
VFSIX vs. VSCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) and Vanguard LifeStrategy Conservative Growth Fund (VSCGX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
VFSIX vs. VSCGX - Dividend Comparison
VFSIX's dividend yield for the trailing twelve months is around 4.24%, more than VSCGX's 3.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFSIX Vanguard Short-Term Investment-Grade Fund Institutional Shares | 4.24% | 4.18% | 3.17% | 2.06% | 1.76% | 2.37% | 2.95% | 2.81% | 2.12% | 2.08% | 2.09% | 2.02% |
VSCGX Vanguard LifeStrategy Conservative Growth Fund | 3.16% | 3.24% | 2.93% | 2.05% | 1.98% | 1.73% | 2.58% | 2.70% | 2.21% | 2.22% | 2.19% | 2.16% |
Drawdowns
VFSIX vs. VSCGX - Drawdown Comparison
The maximum VFSIX drawdown since its inception was -9.54%, smaller than the maximum VSCGX drawdown of -30.68%. Use the drawdown chart below to compare losses from any high point for VFSIX and VSCGX. For additional features, visit the drawdowns tool.
Volatility
VFSIX vs. VSCGX - Volatility Comparison
The current volatility for Vanguard Short-Term Investment-Grade Fund Institutional Shares (VFSIX) is 0.66%, while Vanguard LifeStrategy Conservative Growth Fund (VSCGX) has a volatility of 1.39%. This indicates that VFSIX experiences smaller price fluctuations and is considered to be less risky than VSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.